See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,570 | $77,813+85.8% | $123,544+17.0% | $64,186+125.2% |
| Participation rate | 67.9% | 74.7%-6.9pp | 82.3%-14.4pp | 69.6%-1.7pp |
| Annual return | -5.81% | 12.48%-18.3pp | 119.20%-125.0pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,118 | $3,014-62.9% | $4,628-75.8% | $2,381-53.1% |
| Participant deferral / active EE | $5,753 | $5,240+9.8% | $6,426-10.5% | $3,470+65.8% |
| Admin fee / account holder | $4,069 | $5,519-26.3% | $9,284-56.2% | $4,888-16.8% |